Ownership history in AIA Group Ltd Β· 7 quarters on record
This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in STARWOOD PPTY TR INC (STWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AIA Group Ltd underperformed the S&P 500 by β6.1% annually on this STWD position. Timing score: 80% (4/5 decisions correct). Average cost basis: $18.50. Maximum drawdown during holding period: β4.6%.
β Significantly underperformed the S&P 500 by 6.1% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $16.34 (2024 Q2) Β· Worst: $18.87 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size